FRONTIER CAPITAL MANAGEMENT CO LLC

RIASEC RegisteredEst. 1981
Total AUM
$9.6B
Discretionary
$9.6B
100% of AUM
Avg account
$174M
Accounts
55
Employees
38
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
106274
Registered since
January 14, 1981
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government40.98%
  • Investment Companies25.77%
  • Pension & Profit Sharing Plans17.14%
  • Pooled Investment Vehicles7.36%
  • Corporations / Businesses5.01%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Frontier Capital Management Co LLC is an SEC-registered investment adviser organized as an LLC and operating since 1981. The firm serves primarily institutional clients and provides portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions. Its fee mix includes both AUM-based fees and performance-based fees. Frontier identifies as an active ESG investor and also participates as a broker-dealer and as a sponsor/GP or managing member of pooled investment vehicles, indicating it both advises external capital and operates internally managed pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • ROBERT PHAY

    Chief Compliance Officer & General CounselCRD 5023604

  • SARAH JANKOWSKI

    COO & Managing PartnerCRD 4268430

Contacts

1 of 1
  • JILLIAN BERGGREN

    ControllerCRD 7089592

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
99 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth